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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,275 | $178,174-86.4% | $156,181-84.5% | $137,256-82.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.36% | 84.19%-68.8pp | 64.87%-49.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,912 | $4,972-41.4% | $4,294-32.2% | $4,156-29.9% |
| Participant deferral / active EE | $4,949 | $6,888-28.2% | $6,132-19.3% | $6,407-22.8% |
| Admin fee / account holder | $2,174 | $17,404-87.5% | $14,586-85.1% | $12,270-82.3% |